KI
UI icon

Koch Industries’s Ubiquiti UI Stock Holding History

Koch Industries’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,784
Closed -$398K – 618
2018
Q1 		$398K Sell
5,784
-2,238
-28% -$160K 0.04% 504
2017
Q4 		$570K Sell
8,022
-5,801
-42% -$372K 0.08% 203
2017
Q3 		$775K Buy
+13,823
New +$796K 0.18% 76
2017
Q2 		– Sell
-7,108
Closed -$357K – 551
2017
Q1 		$357K Buy
+7,108
New +$388K 0.3% 73

Other funds holding UI

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Koch Industries's UI Position: Q2 2018 in Review

Koch Industries sold out of Ubiquiti (UI) in Q2 2018, closing a stake of 5,784 shares — an estimated $398K sold.

Koch Industries first reported a position in UI in Q1 2017 and held it in 4 quarters. The position peaked at $775K in Q3 2017. 181 funds tracked by Wall St. Rank hold UI as of Q2 2018.

  • Koch Industries reported no remaining Ubiquiti position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 5,784 Ubiquiti shares in Q2 2018, an estimated $398K.
  • Koch Industries first reported a position in Ubiquiti in Q1 2017 and held it in 4 quarters.
  • Koch Industries's Ubiquiti position peaked at $775K in Q3 2017.
  • 181 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.